See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,367 | $49,227-44.4% | $70,449-61.2% | $79,858-65.7% |
| Participation rate | 82.1% | 69.2%+13.0pp | 75.1%+7.1pp | 69.6%+12.5pp |
| Annual return | 17.07% | 30.06%-13.0pp | 109.03%-92.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,771 | $2,099-15.6% | $2,737-35.3% | $2,471-28.3% |
| Participant deferral / active EE | $2,656 | $2,768-4.0% | $3,709-28.4% | $3,740-29.0% |
| Admin fee / account holder | $679 | $2,878-76.4% | $3,845-82.3% | $5,306-87.2% |